How to Install
Installation is very simple, it should take less than 5 minutes.
Step 1: Select the correct link based on where you'd like to install it.
Install AI Assistant in Production: - Click Here
Install AI Assistant in Sandbox - Click Here
Step 2: Select who you'd like to install it for, accept the disclaimer, and click install
Step 3: Wait for the Installation to complete (May take a few minutes).
Step 4: Once installation is completed, Click "Done"
Step 5: You should now see "SalesWings Assistant" In your Installed Packages.
How to Add the Assistant to your Lead/Contact/Account/Opportunity.
Each is added the same way, but for our example, we will be looking at an Account.
Step 1: Search for any account.
Step 2: In the top right-hand corner, click the Gear icon and select "Edit Page"
Step 3: In the tab on the left, scroll down until you see a group titled "Custom - Managed"
Step 4: Select "SalesWings AI Assistant" and drag it to the desired location.
Step 5: Save the page.
For how to use the Assistant, please Click here!
For all other questions, please don't hesitate to reach out by using our Chat in the bottom Right-hand corner or by booking a call with your Customer Success Manager!